Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
7.54%
6 Months
11.86%
15.73%
1 Year
5.85%
16.44%
3 Years
—
11.28%
5 Years
—
—
Since Inception
15.00%
12.80%
Fund Age
2 yrs 10 mo
3 yrs 3 mo
AUM
₹101.25 Cr
₹337.26 Cr
Alpha – 1 Year
1.13%
11.72%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
21.08%
22.40%
Volatility – 3 Years
—
20.08%
Beta – 1 Year
1.15
1.19
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.12
0.55
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.11%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−17.28%
−28.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.48%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%